See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,124 | $131,829-60.5% | $108,579-52.0% | $273,961-81.0% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 38.45% | -91.57%+130.0pp | -51.70%+90.1pp | 41.45%-3.0pp |
| Employer contribution / active EE | $9,601 | $4,912+95.4% | $3,758+155.5% | $4,869+97.2% |
| Participant deferral / active EE | $8,009 | $5,127+56.2% | $4,311+85.8% | $5,287+51.5% |
| Admin fee / account holder | $12 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |